Your agent
Each Roar workspace has an AI agent that can answer questions about your data and make changes for you.
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Every workspace has an AI agent. It appears in the sidebar under Agent, labeled with the name you give it, and it can read your campaigns, posts, creators, tags, and shortlists. With permission, it can also make changes, like tracking posts or creating campaigns.
Starting a conversation#
Open the agent from the sidebar and type a question, or pick a suggestion such as:
- "How are my campaigns performing?"
- "Which tag has the best engagement?"
- "Show me outlier videos"
- "What does my engagement breakdown look like?"
Answers include tables and charts where useful, using the same numbers as the rest of the app.
Mentions#
Type one of these characters to refer to something in your workspace:
| Character | Mentions |
|---|---|
! | A campaign or group |
@ | A creator |
# | A tag |
For example: "How did !Spring Drop do last week compared with !Holiday?"
Capabilities#
- Report on campaigns, groups, creators, and tags: totals, daily growth, outliers, milestones, and engagement.
- Compare campaigns, groups, creators, or tags.
- Track posts and accounts, create campaigns, groups, and tags, tag posts, and move posts between groups.
- Run a creator sourcing run and save the results to a shortlist.
- Analyze a competitor's account against yours.
- Estimate a fair rate for a creator you track, using Shortlist's pricing model.
- Search the web for information your workspace doesn't have.
- Write weekly reports, campaign summaries, and briefs. See Reports and exports.
Threads#
Conversations are saved as threads, listed under Pinned and Recent. Each thread's menu has Rename, Pin (or Unpin), and Archive. Archived threads can be restored.
Agent settings#
Owners can configure the agent in Settings → AI Agent:
| Setting | Purpose |
|---|---|
| Agent Emoji | The agent's avatar |
| Agent Name | Its name in the sidebar and in chat |
| Your Role | Content Creator, Social Media Manager, Marketing Manager, Brand Manager, or Agency |
| Brand Description | Your brand, voice, and audience |
AI credits#
The agent uses AI credits. Each plan includes a daily allowance that resets every day:
| Plan | AI credits a day |
|---|---|
| Individual | 200 |
| Pro | 400 |
The AI Credits row in the account menu shows how much of today's allowance you've used. When it runs out, the agent replies "This workspace is out of AI credits. Top up to keep chatting." Owners can buy more in Settings → Usage & Billing with Buy 100 for $10. Purchased credits don't expire at the end of the day. A sourcing run costs 25 credits.
Using the agent from other tools#
Claude, Cursor, Codex, and other MCP clients can connect to your workspace. See MCP server.
Questions or corrections? Email hello@shlist.com.